Brian Hanwei Lee
Investment adviser representative at Seven Post Investment Office LP
15 yearsExperience
1 stateRegistered in
$9.6BFirm assets
15 yearsFirm in business
Are you Brian Hanwei Lee? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- Seven Post Investment Office LPSep 2011 to now
- Seven Post Private Investment OfficeSep 2011 to now
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (CA).
Seven Post Investment Office LP
$9.6BAssets managed
53Clients
14Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5459462
- Firm CRD
- 157435